See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,883 | $105,181+195.6% | $159,436+95.0% | $85,850+262.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 18.69% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,897 | $3,318+17.5% | $4,829-19.3% | $2,565+51.9% |
| Participant deferral / active EE | $11,682 | $5,945+96.5% | $7,352+58.9% | $3,952+195.6% |
| Admin fee / account holder | $35,095 | $6,933+406.2% | $10,799+225.0% | $6,260+460.6% |